Latest Past Events

Q1 2022: Quarterly Market Outlook Webinar

Join Carson’s Scott Kubie, Senior Investment Strategist, and Patrick Sittner, Portfolio Strategist, for our “Q2 2022: Quarterly Market Outlook” webinar to discuss what’s happening in Q1 and what you can expect in Q2. Their presentation will explore: ● Last quarter’s key events ● Future market trends ● Federal Reserve updates ● U.S. job market reports …

Complimentary

Risk Management

While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you may be negatively impacted without protections in place. Join us Tuesday, August 31st at noon EST for our complimentary "Risk Management” webinar. We’ll talk more about: - Importance of Risk Management - Different types of …

Work – Life Balance

Balancing your professional and personal life can be challenging, but it's essential. We have teamed up with WJBF to present you the Transition Tuesday event series to help you navigate your path through any financial transition. This month we will focus on "Work-Life Balance". Join us Tuesday, June 29th at noon EST for our complimentary …